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Mitchell Sinkler & Starr’s Exelon EXC Stock Holding History

Mitchell Sinkler & Starr’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-16,605
Closed -$324K – 92
2013
Q4 		$324K Sell
16,605
-561
-3% -$11.3K 0.36% 65
2013
Q3 		$363K Sell
17,166
-13,578
-44% -$297K 0.42% 60
2013
Q2 		$678K Buy
+30,744
New +$746K 0.15% 102

Other funds holding EXC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mitchell Sinkler & Starr's EXC Position: Q1 2014 in Review

Mitchell Sinkler & Starr sold out of Exelon (EXC) in Q1 2014, closing a stake of 16,605 shares — an estimated $324K sold.

Mitchell Sinkler & Starr first reported a position in EXC in Q2 2013 and held it in 3 quarters. The position peaked at $678K in Q2 2013. 680 funds tracked by Wall St. Rank hold EXC as of Q1 2014.

  • Mitchell Sinkler & Starr reported no remaining Exelon position as of Q1 2014 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 16,605 Exelon shares in Q1 2014, an estimated $324K.
  • Mitchell Sinkler & Starr first reported a position in Exelon in Q2 2013 and held it in 3 quarters.
  • Mitchell Sinkler & Starr's Exelon position peaked at $678K in Q2 2013.
  • 680 funds tracked by Wall St. Rank held Exelon as of Q1 2014.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2014, filed 9 Apr 2014.